Steward Partners Investment Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 244 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,298,013
-13.1%
12,340
-12.2%
0.02%
-9.1%
Q2 2023$1,493,582
+0.3%
14,049
-8.8%
0.02%
-8.3%
Q1 2023$1,488,555
+1478.1%
15,398
+1242.5%
0.02%
+1100.0%
Q4 2022$94,327
-70.3%
1,147
-70.3%
0.00%
-66.7%
Q3 2022$318,000
+227.8%
3,863
+275.0%
0.01%
+200.0%
Q2 2022$97,000
-82.3%
1,030
-77.4%
0.00%
-75.0%
Q1 2022$547,000
-44.5%
4,559
-37.3%
0.01%
-46.7%
Q4 2021$985,000
+3.6%
7,268
+7.6%
0.02%
-6.2%
Q3 2021$951,000
+23.8%
6,754
+26.5%
0.02%
+23.1%
Q2 2021$768,000
-99.7%
5,341
+127.9%
0.01%
+333.3%
Q1 2021$304,808,000
+267275.4%
2,344
+148.0%
0.00%
+50.0%
Q4 2020$114,000
+60.6%
945
+36.2%
0.00%0.0%
Q3 2020$71,000
+9.2%
694
-0.7%
0.00%0.0%
Q2 2020$65,000
+22.6%
699
+0.1%
0.00%0.0%
Q1 2020$53,000
-10.2%
698
+9.9%
0.00%0.0%
Q4 2019$59,000
-11.9%
635
-18.1%
0.00%0.0%
Q3 2019$67,000
-30.2%
775
-30.4%
0.00%
-50.0%
Q2 2019$96,000
+47.7%
1,114
+49.3%
0.00%
+33.3%
Q3 2018$65,000
+66.7%
746
+61.1%
0.00%
+50.0%
Q2 2018$39,000
-82.1%
463
-82.3%
0.00%
-86.7%
Q1 2018$218,000
+407.0%
2,611
+444.0%
0.02%
+400.0%
Q4 2017$43,000
-42.7%
480
-41.0%
0.00%
-62.5%
Q3 2017$75,000
+36.4%
814
+35.7%
0.01%
+33.3%
Q2 2017$55,000
+685.7%
600
+700.0%
0.01%
+500.0%
Q1 2017$7,000
+40.0%
75
+31.6%
0.00%
-50.0%
Q4 2016$5,000570.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders